Jon Neuhaus is a financial advisor with Morgan Stanley in El Segundo, CA, holding a Series 66 designation and having 23 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is the sole proprietor of Legend LLC, a private investment entity. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

E. Martin Von Kanel is a CFP® professional affiliated with LPL Financial, with 40 years of industry experience. He has worked at LPL Financial since 2018 and previously spent nine years with Summit Financial Group Inc and Summit Brokerage Services Inc. Von Kanel is also associated with DDS Environmental Inc, a business entity for tax and investment purposes unrelated to the financial industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Walker Shiflet is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs supported by structured processes and a variety of investment and financial products.

Sam Elgoual is a Vice President and Financial Consultant at Fidelity Investments. In this role, he collaborates with clients to develop customized financial plans tailored to their individual goals, leveraging Fidelity's resources to meet their specific needs. Sam has extensive experience in financial services, having held various positions at Fidelity Investments since 2019, including Financial Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked at Wells Fargo as a Licensed Banker and Customer Service & Sales Representative. He holds a California Insurance License. Outside of work, Sam enjoys baseball, beach activities, golf, outdoor adventures, and spending time with his family.

Brandon Bernstein is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. He has worked with Wells Fargo Advisors and Wells Fargo Clearing since 2009. Outside of his advisory role, he serves as treasurer for the Beacon House Association of San Pedro. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Justin Greenwood is a financial advisor at Ameriprise in Long Beach, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise in 2023, he worked in various educational roles including positions at Long Beach City College, Long Beach Polytechnic High School, and Hughes Middle School. He also has experience working at Starbucks from 2021 to 2023. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, typically with at least $1,000,000 in net investable assets. The firm provides comprehensive written Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies, combining research, modeling, and tax-efficiency analysis to support client planning.

Nadia Antii is a financial advisor with Wells Fargo Advisors in Redondo Beach, CA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with Wells Fargo Advisors since 2016. Antii serves as a board member of the South Bay Estate Planning Council. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and niche services tailored to clients meeting certain net-worth thresholds. The firm combines advisory services with various financial products and referral channels.

Shahriar Soroush is a Wealth Management Advisor with Merrill Lynch Wealth Management. He assists successful business owners and families who are nearing or in retirement to simplify their financial lives through strategies designed to preserve, grow, and transfer wealth. His approach focuses on helping clients maintain clarity and confidence in their financial planning. His client services encompass succession and exit planning, liquidity events, and strategies to diversify and reduce concentration risk for business owners. For retirees and pre-retirees, he designs personalized plans that balance growth and risk, generate sustainable cash flow, and prepare for life's uncertainties. Shahriar collaborates with Bank of America Trust Specialists and other professional advisors to establish tax-efficient wealth transfer strategies, family governance, legacy plans, and philanthropic solutions aligned with clients' values. Shahriar holds a Bachelor's Degree from the University of Phoenix and has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He speaks English, Farsi, and Persian. Outside of work, his interests include biking, boating, horseback riding, running, skiing, spending time with family, swimming, and traveling.

Warren Schulten is a financial advisor with Wells Fargo Advisors in Long Beach, CA, holding Series 63 and Series 65 credentials and bringing 60 years of industry experience. He has worked with Wells Fargo Advisors and its affiliated entities since 2009. Outside of his advisory role, he has partial ownership in an asset holding entity for a boat. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and tools, with a focus on various planning areas including retirement, education, and niche services such as special-needs and business-owner transition planning.

David Lacroix is a financial advisor with OSAIC who holds a Series 66 designation and has 18 years of industry experience. He has previously worked at UBS Financial Services and Securities America. Lacroix is also the owner and CEO of Lacroix Wealth Management, an independent firm providing financial advice and licensed insurance products. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage a wide range of investment portfolios.

John Yoshida is a financial advisor with Ameriprise in Venice, CA, holding a Series 63 designation and bringing 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he co-owns Kensuo LLC and engages in independent insurance brokering with several life insurance companies. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income advice, supported by a centralized consulting team and algorithmic tools.

Ben David is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has one year of experience as a financial advisor and has worked with MassMutual Life Insurance Company since 2014. Outside of his advisory role, he is an insurance broker involved in life, disability, long-term care, fixed annuities, and health insurance sales. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver recommendations.

Jerame Tillman is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and six years of industry experience. His work history includes roles at Charles Schwab Bank, SSB and Charles Schwab and Co., Inc., as well as prior involvement in the hospitality industry managing two bars. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and alternative investment options.

Ligaya Guderian is a financial advisor at Morgan Stanley in El Segundo, CA, holding the Series 66 designation with nine years of industry experience. Her career includes multiple tenures at Morgan Stanley and RBC Capital Markets spanning from 2015 to the present. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

Justin Chamberlain is a financial advisor with Morgan Stanley in Long Beach, CA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, First Republic Investment Management, and Citibank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and models.

Mark Van Norman is a financial advisor at Edward Jones in El Segundo, CA, with six years of industry experience. He previously worked at Ameriprise Financial Services and has a background including roles at Slingshot Power and The Pack America. Van Norman is a member of the Riviera Governance Council, which oversees administrative policies for Riviera United Methodist Church in Redondo Beach, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of financial advisors. The firm offers a range of investment advisory programs and affiliated financial products, operating under a fiduciary standard.

Trang Tran is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 designations and bringing nine years of industry experience. Prior to joining RBC in 2021, Tran worked at Merrill from 2019 to 2021 and at JP Morgan Securities LLC and JPMorgan Chase Bank from 2013 to 2019. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations. The firm provides a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ advisory risk profiles.

Ryan Onishi is a financial advisor with Ameriprise in El Segundo, CA, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Onishi is involved in several business ventures including co-ownership of specialty food stores, investment in a tele-health startup, and ownership of a fishing website. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven, non-discretionary recommendations with a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Bren Grand Pre is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Wells Fargo Bank, Wells Fargo Clearing Services, and Bank of America. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment process.

Sunny Kang is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 19 years of industry experience. Before joining Wells Fargo in 2025, Kang worked at Bank of America, Merrill, and UnionBanc Investment Services. Kang also receives passive residual income from acting roles performed in the past. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and uses research and analytics to support diversified investment strategies.